OPVPARTNERS

Relationships are not built overnight and communicating is not always easy but given our shared responsibility for the future, it falls on us to to implement a financial plan to help secure a better life for those who have put their trust in us... Elements worthy of consideration in drafting an Investment Policy Statement given current market conditions are many (including but not limited to risk tolerance, liquidity requirements, growth goals, time horizon, legal and taxes) but constructing a portfolio around the IPS will go a long way to meet goals.

Also known as: OPV Partners, LLC